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Brown & Brown
BRO

Overview Fund Activity

598 hedge funds and large institutions have $13.9B invested in Brown & Brown in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 227 increasing their positions, 197 reducing their positions, and 40 closing their positions.

Holders
598
Holders Change
+36
Holders Change %
+6.41%
% of All Funds
9.43%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
77
Increased
227
Reduced
197
Closed
40
Calls
$7.49M
Puts
$1.61M
Net Calls
+$5.88M
Net Calls Change
+$5.05M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$200M
2
Capital World Investors
2
Capital World Investors
California
$64.7M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$63M
4
Barclays
4
Barclays
United Kingdom
$62.1M
5
CS
5
Credit Suisse
Switzerland
$63.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$26.3M
2
Select Equity Group
2
Select Equity Group
New York
$1.08B
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$288M
4
Millennium Management
4
Millennium Management
New York
$71.4M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$359K
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
451
Pine Valley Investments
New Jersey
$260K 3,775 +3,775 New
SSW
452
Smith Shellnut Wilson
Mississippi
$254K 3,687 -38 -1%
T
453
TRUADVICE
Florida
$252K 3,576 -508 -12%
HI
454
Horizon Investments
North Carolina
$252K 3,660 +590 +19%
Two Sigma Advisers
455
Two Sigma Advisers
New York
$248K 3,600 -44,000 -92%
IA
456
IFP Advisors
Florida
$246K 3,576 -750 -17%
WHCI
457
W.H. Cornerstone Investments
Massachusetts
$242K 3,519 +6 +0.2%
DEA
458
DoubleLine ETF Adviser
Florida
$237K 3,449 +3,449 New
DWM
459
Darwin Wealth Management
Florida
$236K 3,400 – –
GT
460
Greenleaf Trust
Michigan
$233K 3,387 +3,387 New
TAM
461
Tocqueville Asset Management
New York
$223K 3,239 +3,239 New
JFGIW
462
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K 3,231 +3,231 New
SF
463
Summit Financial
New Jersey
$221K 3,204 +3,204 New
PTC
464
Petrus Trust Company
Texas
$220K 3,203 +3,203 New
RWM
465
Revisor Wealth Management
Ohio
$218K 3,164 +3,164 New
CCP
466
Carmel Capital Partners
California
$218K 3,162 – –
PCM
467
Penserra Capital Management
California
$216K 3,155 +1,935 +159%
FTDI
468
First Trust Direct Indexing
Massachusetts
$213K 3,099 +3,099 New
AIM
469
Anchor Investment Management
South Carolina
$212K 3,080 – –
FMAEN1
470
Fund Management at Engine No 1
California
$211K 3,068 +3,068 New
MCA
471
MSH Capital Advisors
Arizona
$210K 3,050 +3,050 New
Tudor Investment Corp
472
Tudor Investment Corp
Connecticut
$209K 3,029 -152,164 -98%
MNBTD
473
Moody National Bank Trust Division
Texas
$205K 2,982 +2,982 New
AWM
474
Axxcess Wealth Management
California
$205K 2,973 +2,973 New
JSW
475
Journey Strategic Wealth
New Jersey
$205K 2,972 -1,302 -30%
17 18
19
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